Lazarus Financial Planning

Lazarus Financial Planning (CRD# 136323) is a financial advisory firm headquartered in , . They manage $52,700,000 in 126 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://linkedin.com/in/lazarusfinancialplanning
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $418,254
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Lazarus Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer Lazarus, financial advisor Durham NC
Jennifer L. Lazarus
CRD#: 4827313
Durham, NC

Jennifer Lazarus (CRD# 4827313) is an Investment Advisor Representative working at Lazarus Financial Planning in Durham, NC and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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